How to import Contacts in Bulk?

This article covers the steps to import Contacts in bulk.

What is a contact?

What is the difference between a lead and a contact?.

Prerequisites

1. Permissions:  Any user with permission to Create contact 
2. Product Plans: Embark/Elevate
3. Activities to be Completed: None
   

Steps

Step 1: Navigate to CRM Settings > Dashboard > Data Management

Step 1 (a): Click on Import Data button

Step 1 (b): Click on Import

Step 2: Choose "Contact" option from dropdown & Click on “Get Started” 

Step 3: Download sample file (Sample file consists of dummy import data for your reference) 

Step 4: Prepare import file, Replace the dummy data in the sample file with the details of your Contacts 

Step 5: Select your edited file to be uploaded into the system

Check mark - My file has a header option

Step 6: Click on Upload & Next

You can import a maximum of 10000 Contacts in a batch

Step 7: Now map your file columns with system fields provided

Map minimum required fields mapped for Contact / no to proceed further

Step 8: You can choose to skip unmapped fields if all data in excel is not required to be uploaded in bulk 

Step 9: Now you can choose to set uniqueness strategy

Strategy can be either Phone, Email, Both or None  as required

Step 10: Last step, review the defined data to be imported & click on “Import Data” 

Please note: Importing of data cannot be paused and once imported, cannot be reversed.

In case of wrong data input in excel file used, system throws an error & provide excel export with error reasons to rectify & re upload. 

Notes

1. Only CSV files are supported to upload data in bulk
2. Upon successful upload, status can be checked under All Imports > Import Status
   
3. If status is "Draft" same can be used to edit & re upload
   

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